INSTITUTE FOR COMMUNITY ALLIANCES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,893,323 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $110,547 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $98,723 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,054,605 |
| Value of total assets at end of year | 2023-12-31 | $5,652,648 |
| Value of total assets at beginning of year | 2023-12-31 | $3,869,872 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $11,824 |
| Total interest from all sources | 2023-12-31 | $962 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $14,922 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $14,922 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $488,997 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $17,169 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $154,191 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,782,776 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,652,648 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,869,872 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $983,332 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $642,678 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $162,672 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $96,111 |
| Interest earned on other investments | 2023-12-31 | $962 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $4,429,401 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $3,051,607 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $68,786 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $43,972 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $146,455 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $28,842 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $647,537 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $411,417 |
| Employer contributions (assets) at end of year | 2023-12-31 | $8,457 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $18,335 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $98,723 |
| Contract administrator fees | 2023-12-31 | $11,824 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MARTENS & COMPANY, CPA,LLP |
| Accountancy firm EIN | 2023-12-31 | 593823192 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,893,323 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $110,547 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $98,723 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,054,605 |
| Value of total assets at end of year | 2023-01-01 | $5,652,648 |
| Value of total assets at beginning of year | 2023-01-01 | $3,869,872 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $11,824 |
| Total interest from all sources | 2023-01-01 | $962 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $14,922 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $14,922 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $488,997 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $17,169 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $154,191 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,782,776 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,652,648 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $3,869,872 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $983,332 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $642,678 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $162,672 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $96,111 |
| Interest earned on other investments | 2023-01-01 | $962 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $4,429,401 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $3,051,607 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $68,786 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $43,972 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $146,455 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $28,842 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $647,537 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $411,417 |
| Employer contributions (assets) at end of year | 2023-01-01 | $8,457 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $18,335 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $98,723 |
| Contract administrator fees | 2023-01-01 | $11,824 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MARTENS & COMPANY, CPA,LLP |
| Accountancy firm EIN | 2023-01-01 | 593823192 |
| 2022 : EMPLOYEE BENEFIT PLAN OF INSTITUTE FOR COMMUNITY ALLIANCES 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $230,316 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $373,806 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $363,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $981,843 |
| Value of total assets at end of year | 2022-12-31 | $3,869,872 |
| Value of total assets at beginning of year | 2022-12-31 | $4,013,362 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,950 |
| Total interest from all sources | 2022-12-31 | $1,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $11,670 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $11,670 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $454,470 |
| Participant contributions at end of year | 2022-12-31 | $17,169 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $147,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-143,490 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,869,872 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,013,362 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $642,678 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $664,159 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $96,111 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $78,604 |
| Interest earned on other investments | 2022-12-31 | $1,084 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,051,607 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,171,445 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $43,972 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $94,228 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-142,245 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-24,468 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-597,568 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $380,318 |
| Employer contributions (assets) at end of year | 2022-12-31 | $18,335 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $4,926 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $363,856 |
| Contract administrator fees | 2022-12-31 | $9,950 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MARTENS & COMPANY, CPA,LLP |
| Accountancy firm EIN | 2022-12-31 | 593823192 |
| Total expenses incurred by plan in this plan year | 2022-07-01 | 156369 |
| Net assets as of the end of the plan year | 2022-07-01 | 4013362 |
| Total assets as of the beginning of the plan year | 2022-07-01 | 2889756 |
| Value of plan covered by a fidelity bond | 2022-07-01 | 300000 |
| Participant contributions to plan in this plan year | 2022-07-01 | 376711 |
| Other contributions to plan in this plan year | 2022-07-01 | 16954 |
| Other income to plan in this plan year | 2022-07-01 | 570062 |
| Plan net income in this plan year | 2022-07-01 | 1123606 |
| Net assets as of the end of the plan year | 2022-07-01 | 4013362 |
| Net assets as of the beginning of the plan year | 2022-07-01 | 2889756 |
| Employer contributions to plan in this plan year | 2022-07-01 | 316248 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-01 | 2285 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $230,316 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $373,806 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $363,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $981,843 |
| Value of total assets at end of year | 2022-01-01 | $3,869,872 |
| Value of total assets at beginning of year | 2022-01-01 | $4,013,362 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $9,950 |
| Total interest from all sources | 2022-01-01 | $1,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $11,670 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $11,670 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $454,470 |
| Participant contributions at end of year | 2022-01-01 | $17,169 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $147,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-143,490 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,869,872 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,013,362 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $642,678 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $664,159 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $96,111 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $78,604 |
| Interest earned on other investments | 2022-01-01 | $1,084 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $3,051,607 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $3,171,445 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $43,972 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $94,228 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-142,245 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-24,468 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-597,568 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $380,318 |
| Employer contributions (assets) at end of year | 2022-01-01 | $18,335 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $4,926 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $363,856 |
| Contract administrator fees | 2022-01-01 | $9,950 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MARTENS & COMPANY, CPA,LLP |
| Accountancy firm EIN | 2022-01-01 | 593823192 |
